ER

Enlightenment Research Portfolio holdings

AUM $45.2M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.39M
3
+$3.76M
4
AMZN icon
Amazon
AMZN
+$2.49M
5
MSFT icon
Microsoft
MSFT
+$2.34M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.52%
2 Healthcare 13.48%
3 Consumer Discretionary 12.45%
4 Financials 11.52%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$23K 0.03%
+300
427
$23K 0.03%
+200
428
$23K 0.03%
+700
429
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+200
430
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+800
431
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+500
432
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433
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+600
434
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+500
435
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+1,200
436
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+600
437
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438
$22K 0.03%
+1,920
439
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441
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+1,400
442
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+500
443
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444
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+300
445
$21K 0.03%
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446
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+300
447
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+300
448
$21K 0.03%
+497
449
$21K 0.03%
+300
450
$21K 0.03%
+302
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